Offer summary
Qualifications:
Proven experience in customer success management, Excellent communication, presentation, and writing skills, Strong analytical and problem-solving abilities, Ability to work independently in hybrid environment, Familiarity with technology and financial industries.
Key responsabilities:
- Support clients using Black Diamond Wealth Platform
- Build and maintain strategic client relationships
- Identify issues and provide solutions proactively
- Educate clients on software adoption and troubleshooting
- Collaborate with internal teams for resolution